UX One: Collections - Delinquency Page
The UX One Collections - Delinquency page (P03B002X|W03B002XB) enables users to easily view alerts when pay items are overdue or delinquency notices are awaiting approval. The page also provides analytical information about overdue and delinquent customers, and enables users to easily access the programs they need to act on the displayed data.
To access the UX One Collections - Delinquency page, log in to the EnterpriseOne system using the Collection Manager role. When you log in with this role, the system automatically displays the Collection Manager page. Click the Collections - Delinquency task on the springboard to access the Collections - Delinquency page.
This graphic illustrates the Collections - Delinquency page:
Watchlist Alerts
These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.
This table lists and describes the watchlist alerts that are available on the Collections - Delinquency page:
Watchlist Alert |
Description |
|---|---|
Invoice Pay Items Overdue |
This alert tells users when there are pay items overdue. This alert is based on the Customer Ledger Inquiry program (P03B2002, version ZJDE0001). When you click the alert, the system displays the Work With Customer Ledger Inquiry form. The following grid format is available:
|
Delinquency Notices to Approve |
This alert tells users how many delinquency notices are currently awaiting approval. This alert is based on the Delinquency Notification program (P03B201). When you click the alert, the system displays the Work With Delinquency Approval form. The following form layout is available:
The following grid format is available:
|
For additional information about the programs associated with these watchlist alerts, see these topics in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide:
Charts
These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.
This table lists and describes the charts that are available on the Collections - Delinquency page:
Component Title |
Description |
|---|---|
Invoices Overdue by Due Date and Customer (P03B202X|W03B202XB) |
Use this chart to view the amounts of overdue invoices by customer and due date. This chart is based on the One View Customer Ledger Inquiry program (P03B2022). |
Delinquency Fee by Customer (P03B22X|W03B22XA) |
Use this chart to view the approved amounts of delinquency fees by customer. This chart is based on the Delinquency Fee Review program (P03B22). |
Delinquency Notices Approved by Customer (P03B201X|W03B201XA) |
Use this chart to view the number of approved delinquency notices by customer. This chart is based on the Delinquency Notification Review program (P03B201). |
For additional information about the programs associated with these charts, see these topics:
One View Customer Ledger Inquiry (P03B2022) in the JD Edwards EnterpriseOne Applications One View Reporting User Guide.
Processing Delinquency Notices and Fees in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide.
Springboard Tasks
You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.
This table lists and describes the tasks on the Collections - Delinquency page:
Task |
Description |
|---|---|
Manage Customers |
Use this task to access the Customer Master program (P03013, version ZJDE0001). The following form layout is available:
The following grid format is available:
|
Account Activity Log |
Use this task to access the Account Activity Log program (P03B31). The following form layout is available:
The following grid format is available:
|
Account Balance Inquiry |
Use this task to access the Account Balance Inquiry program (P03B218). The following form layout is available:
The following grid format is available:
|
Notification Inquiry |
Use this task to access the Work With Statements program (P03B202, version ZJDE0001). |
For additional information about the programs accessed by these tasks, see these topics in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide: